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Robert Half

415 hedge funds and large institutions have $3.05B invested in Robert Half in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 139 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

27% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 139

6.81% more ownership

Funds ownership: 103.93%110.73% (+6.8%)

6% less funds holding

Funds holding: 440415 (-25)

15% less capital invested

Capital invested by funds: $3.59B → $3.05B (-$547M)

18% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 80

73% less call options, than puts

Call options by funds: $7.92M | Put options by funds: $29.4M

Holders
415
Holders Change
-25
Holders Change %
-5.68%
% of All Funds
5.05%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
66
Increased
177
Reduced
139
Closed
80
Calls
$7.92M
Puts
$29.4M
Net Calls
-$21.5M
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
351
T. Rowe Price Investment Management
Maryland
$6K -$5.77K -202 -51%
ANBT
352
American National Bank & Trust
Texas
$5.27K -$5.14K -180 -48%
SAG
353
SageView Advisory Group
California
$5.16K +$5.42K +190 New
CA
354
Clearstead Advisors
Ohio
$5.03K -$60.4K -2,115 -92%
ST
355
Smithfield Trust
Pennsylvania
$5K
BWAM
356
Boyd Watterson Asset Management
Ohio
$4.75K -$485 -17 -9%
DWM
357
Dogwood Wealth Management
Kansas
$4.73K +$2.34K +82 +89%
BFS
358
Bare Financial Services
Pennsylvania
$4.73K +$2.85K +100 +135%
PWMG
359
Private Wealth Management Group
New Jersey
$4.67K +$3.91K +137 +391%
BIA
360
Bell Investment Advisors
California
$4.62K +$4K +140 +467%
PWA
361
Physician Wealth Advisors
Utah
$4.35K +$2.85K +100 +167%
HFM
362
Hartford Financial Management
Connecticut
$4.24K +$628 +22 +16%
SS
363
SBI Securities
Japan
$3.8K +$314 +11 +9%
AA
364
Addison Advisors
Vermont
$3.69K +$3.88K +136 New
CFM
365
Cornerstone Financial Management
Massachusetts
$3.61K +$3.8K +133 New
CT
366
Clearstead Trust
Maine
$3.21K -$742 -26 -18%
HIW
367
Holos Integrated Wealth
Pennsylvania
$3.14K
RFP
368
Root Financial Partners
California
$3.12K +$1.4K +49 +74%
AW
369
Avion Wealth
Texas
$3K +$485 +17 +17%
SS
370
Sunbelt Securities
Texas
$2.76K +$2.88K +101 +10,100%
CPG
371
Cornerstone Planning Group
New Jersey
$2.76K +$2.91K +102 New
BGAI
372
Bruce G. Allen Investments
Colorado
$2.61K -$400 -14 -13%
PWMG
373
Prestige Wealth Management Group
New Jersey
$2.53K +$1.8K +63 +210%
S
374
Sachetta
Massachusetts
$2.2K +$1.11K +39 +93%
PB
375
Pinnacle Bancorp
Nebraska
$2.09K